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Moran Wealth Management’s Wheaton Precious Metals WPM Stock Holding History

Moran Wealth Management’s Portfolio WPM Stock Details WPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4.66M Buy
35,576
+5,617
+19% +$781K 0.14% 206
2025
Q4 		$3.52M Buy
29,959
+4,085
+16% +$437K 0.11% 236
2025
Q3 		$2.89M Sell
25,874
-469
-2% -$45.8K 0.09% 248
2025
Q2 		$2.37M Sell
26,343
-956
-4% -$80.5K 0.07% 271
2025
Q1 		$2.12M Sell
27,299
-1,100
-4% -$73.4K 0.07% 266
2024
Q4 		$1.6M Buy
28,399
+7,991
+39% +$495K 0.05% 264
2024
Q3 		$1.25M Sell
20,408
-1,176
-5% -$69.9K 0.04% 291
2024
Q2 		$1.13M Sell
21,584
-455
-2% -$24.3K 0.04% 283
2024
Q1 		$1.04M Sell
22,039
-2,593
-11% -$117K 0.03% 293
2023
Q4 		$1.22M Buy
24,632
+5,272
+27% +$239K 0.04% 290
2023
Q3 		$785K Buy
19,360
+8,145
+73% +$351K 0.03% 272
2023
Q2 		$485K Buy
+11,215
New +$533K 0.02% 306

Other funds holding WPM

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Moran Wealth Management's WPM Position: Q1 2026 in Review

Moran Wealth Management increased its Wheaton Precious Metals (WPM) stake by 19% in Q1 2026, buying an estimated $781K and bringing the position to 35,576 shares worth $4.66M. The position accounts for 0.14% of the portfolio, ranked #206.

Moran Wealth Management first reported a position in WPM in Q2 2023 and has held it in 12 quarters since. 851 funds tracked by Wall St. Rank hold WPM as of Q1 2026.

  • Moran Wealth Management held 35,576 shares of Wheaton Precious Metals worth $4.66M as of Q1 2026.
  • Moran Wealth Management bought 5,617 Wheaton Precious Metals shares in Q1 2026, an estimated $781K.
  • Wheaton Precious Metals made up 0.14% of Moran Wealth Management's portfolio in Q1 2026, its #206 holding.
  • Moran Wealth Management first reported a position in Wheaton Precious Metals in Q2 2023 and has held it in 12 quarters since.
  • 851 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q1 2026.

Based on Moran Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.